2023 Form 5500 filing — One Call Combined 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015094941NAL0047256848001) for One Call Combined 401(K) Profit Sharing Plan, reported by One Call Corporation under EIN 22-3218521 and plan number 001. It reports 2,853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094941NAL0047256848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- One Call Corporation
- EIN
- 22-3218521
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 2,853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,139,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,139,018
- Employer contributions
- $2,539,937
- Participant contributions
- $7,429,380
- Total income / additions
- $20,693,227
- Benefits paid
- $8,649,608
- Administrative expenses
- $443,951
- Total expenses
- $9,093,559
- Net increase / (decrease)
- $11,599,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $317,715 | $0 |
| Bdo | ACCOUNTANT | $67,699 | not reported in the loaded dataset |
| Anderson Financial Partners | CONSULTANT | $30,000 | not reported in the loaded dataset |